+13.3%
RTX vs LBRT
-23.3%
+36.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.6% | -1.5% |
| 7D | +3.4% | +13.8% | -10.5% | +3.9% |
| 30D | +8.4% | -32.4% | +40.8% | +6.0% |
| 3M | -10.7% | -39.9% | +29.2% | -13.2% |
| 6M | +11.7% | -60.8% | +72.5% | +8.0% |
| YTD | +9.3% | -29.3% | +38.6% | -0.3% |
| 1Y | +13.3% | -18.9% | +32.2% | -1.3% |
| All | +13.3% | -23.3% | +36.6% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling